Filings through .
1 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$39K in admin expenses, $161 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
9 funds of $250K or more; 12 lines in all, holding $17.4M of the plan's $17.4M. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 80% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintagesRecordkeeper's own fund | $13.9M | 80.0% |
| Vanguard S&P 500 ETF Vanguard · ETF IndexRecordkeeper's own fund | $1.7M | 10.0% |
| Vanguard Russell Vanguard · Mutual fund Recordkeeper's own fund | $892K | 5.1% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market Recordkeeper's own fund | $235K | 1.4% |
| Vanguard Total International Stock Index Fund Investor Shares Vanguard · ETF IndexRecordkeeper's own fund | $191K | 1.1% |
| Vanguard Mid-Cap Value Index Fund Investor Shares Vanguard · ETF IndexRecordkeeper's own fund | $128K | 0.7% |
| Victory Core Plus Intermediate Bond Fund (Formerly Usaa Intermediate-Term Bond Fund) Victory Core Plus Intermediate Bond Fund Class R6 Victory Capital · Mutual fund | $105K | 0.6% |
| Vanguard Ftse Emerging Markets ETF Vanguard · ETF IndexRecordkeeper's own fund | $91K | 0.5% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $56K | 0.3% |
| Vanguard Total International Bond Index Fund Investor Shares Vanguard · ETF IndexRecordkeeper's own fund | $25K | 0.1% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
2 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds.
| Fund | Year-end value |
|---|---|
| AddedVanguard S&P 500 ETF | $1.7M |
| AddedVanguard Russell | $892K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
2 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 2 by compensation.
| Provider | Compensation |
|---|---|
THREE BELL CAPITAL LLC2 years Filed as: THREE BELL CAPITAL Service code 27 548 MARKET ST · SAN FRANCISCO, CA 94104-5401 Advisory (Plan) | $34,182 |
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 Recordkeeping | $4,488 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025